Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Jacob Snyder who wrote (37732)	10/5/2000 12:18:37 PM
From: Joseph Pareti	Read Replies (1) of 70976

>downcycles last about 12 months. That would mean it would be prudent to wait till (very approximately) April 2001 to get back in. does this apply to amat, dram manufacturers or the semiconductors in general? same question as above re. PE's: "Anyone who follows PEs, will totally miss the turns in this industry. " --thanks

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